How It Works

A simple path, whether you're planning ahead or supporting a family through loss.

Getting ready (Readiness Review & Ready File)

1. A free call
We talk through your situation — property, accounts, family, wishes — no cost, no pressure.
2. Your Readiness Review
We review your fideicomiso, bank beneficiaries, existing wills, vehicle documents, and residency status, and tell you plainly what's missing.
3. Your Mexican will
We coordinate an appointment with our partner notario in your region, our partner notario público, who prepares and executes your Mexican will. All legal work is done by the notario, not by us.
4. Beneficiaries updated
We help you gather what's needed to update your fideicomiso and bank account beneficiaries directly with the bank.
5. Your Ready File
Every document, every wish, and an emergency card for your wallet and your fridge — kept current every year.

When a death happens (Family Support)

1. You call us
One number, day or night. A real coordinator, not a bot, picks up.
2. We verify and open the file
Once the death is confirmed, we unlock the family's full Ready File and start the step-by-step plan already on record.
3. We walk beside your family
Funeral home, Registro Civil, consulate, bank, SAT, residency cancellation — our coordinator handles the chasing and explains every step in your language.
4. Closeout
Once the estate matters and paperwork are settled, we close the case and confirm everything is done.

Ready to see where you stand?

This description is general information, not legal advice. Every legal step is performed by a licensed notario público.